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While the topic of this blog focuses on women, I am writing it to be read by both genders.

Why?

Because, as we all know, the woman in a marriage typically outlives her husband. It is also true that, in general, a single woman has an extended longevity compared to a single man.
(Source: Vanguard, “Plan for a Long Retirement”

Statistics reveal that 70% of the time a widow chooses a new financial advisor within weeks of her husband’s passing. (Source: CNBC, “For Some Widows, Breaking up with an Advisor is Easy to Do”, Ilana Polyak, 10/11/14).

Why does this happen? Among others, here are some of the reasons given:

I have been amazed at the resilience I see many widows demonstrate as they create a new vision for their life going forward.

Yet we also know that being widowed can be a very scary, sad and difficult space.

Just as we create “Diminished Capacity Directives” as guidelines to use during the aging process while everyone is as healthy and clear-headed as possible, I think it makes sense to also have the “What If I Am Widowed” plan in place on a pre-need basis.

Why is this important? Because 700,000-800,000 women lose their husbands each year and will be widowed for an average of 14 years.
(Source: “Advice for Widows” Charest Company LLP)

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